◈ Homepage — http://paloaltostrategy.com/Services Team Approach Labs Careers Contact Palo Alto Strategy Group SERVICES TEAM APPROACH LABS CAREERS CONTACT Empowering Technology Investors We provide specialized investment advice and due diligence services to investors in Software, Technology, and E-Commerce. Our service offering spans the entire investment cycle of technology investors. Enterprise Software Conducting comprehensive, integrated commercial and technology due diligence of leading enterprise platforms Infrastructure Software Delivering market analyses, solution roadmap alignment and product testing of foundational enterprise software solutions Tech-enabled Services Defining growth segments and assessing the robustness and competitive differentiation of software powered business services PROVEN EXPERTISE ACROSS TECHNOLOGY SECTORS e-Commerce Vetting durability and scalability of B2B and B2C platforms to facilitate rapid expansion into select markets Consumer Software Identifying growth segments and competitive characteristics across a range of cloud-based consumer products Prosumer Software Verifying product-market fit and monetization strategies of prosumer-focused software products -- Due diligence & Strategy Engagements -- Years combined Mgmt. Experience in Technology Companies -- of the 20 Largest Private Equity Firms have worked with our Team Meet our team leads. Tech experts by trade, generalists at heart – our team blends strategy consulting with technology operating experience. Western US & APAC Malcolm Stewart Europe Carlo Franke Eastern US Jamal Ahmed From the Lab. Expect more BI buyouts in 2018 January 5, 2018 Business Intelligence and Analytics companies have recently been popular acquisition targets for principal and strategic investors alike. While TIBCO and… Read More 2018 Will be an Active Year for Insurance Software Investors January 10, 2018 Insurance software companies have been popular targets for Private Equity and strategic investors alike over the last 5+ years. 2013–2014 was a period of high activity for… Read More © 2020 Palo Alto Strategy Group Sitemap Privacy Policy Terms Of Use Contact ◈ Interior Pages — 18 pages crawledServices - Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Services Our Service Offering is closely aligned with the Investment Cycle of the leading Technology Investors. We support private equity firms, hedge funds, and other investors, as well as lenders across the investment cycle – from crafting investment strategy and deal-specific decision-making, to value creation initiatives and optimized exits. We understand the timelines and needs of investors – our team composition and approach are tailored to generate insights with both great pace and granularity. Our Service Offering is closely aligned with the Investment Cycle of the leading Technology Investors. We support private equity firms, hedge funds, and other investors, as well as lenders across the investment cycle – from crafting investment strategy and deal-specific decision-making, to value creation initiatives and optimized exits. We understand the timelines and needs of investors – our team composition and approach are tailored to generate insights with both great pace and granularity. Investment Strategy Given our constant exposure to a multitude of technology sectors and business models, we are well-equipped to help investors formulate successful investment strategies. Whether you want to identify trends, technologies, sectors or specific companies to invest in – we can help. Read More Investment Strategy Given our constant exposure to a multitude of technology sectors and business models, we are well-equipped to help investors formulate successful investment strategies. Whether you want to identify trends, technologies, sectors or specific companies to invest in – we can help. Read More Due Diligence In order to thoroughly assess a company’s outlook for the near to mid-term future, our offering includes commercial, and software and services diligence, as well as hands-on product evaluations. Read More Due Diligence In order to thoroughly assess a company’s outlook for the near to mid-term future, our offering includes commercial, and software and services diligence, as well as hands-on product evaluations. Read More Value Creation Identifying the right value creation levers for your technology and tech-enabled services portfolio companies requires a deep understanding of markets, operations, and technology. That’s why our team consists of strategy consultants, senior software executives, and technologists. Read More Value Creation Identifying the right value creation levers for your technology and tech-enabled services portfolio companies requires a deep understanding of markets, operations, and technology. That’s why our team consists of strategy consultants, senior software executives, and technologists. Read More Exiting Investments A timely exit planning exercise and a well-executed strategy enable successful investment exits – we partner with investors at various stages of the sales process. Read More Exiting Investments A timely exit planning exercise and a well-executed strategy enable successful investment exits – we partner with investors at various stages of the sales process. Read More © 2020 Palo Alto Strategy Group Sitemap Privacy Policy Terms of Use Contact Team - Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact A Fit-For-Purpose Team In order to generate insights for our clients in the quickest and most granular way, our team is composed of three components. Our Consultants, Executives and Technology Panelists all play important parts in delivering our services. In order to generate insights for our clients in the quickest and most granular way, our team is composed of three components. Our Consultants, Executives and Technology Panelists all play important parts in delivering our services. Our Consulting Team: Tech Experts by Trade, Generalists at Heart. Our team has supported over 400 diligence processes in digital spaces for principal investors and strategic buyers. We combine commercial and technological expertise. Read More Our Consulting Team: Tech Experts by Trade, Generalists at Heart. Our team has supported over 400 diligence processes in digital spaces for principal investors and strategic buyers. We combine commercial and technological expertise. Read More Our Executives: 300+ Years of Operating Experience in Technology Businesses. Our executives have unparalleled operating experience in CEO, CTO, and other leadership roles – we leverage this experience on every single engagement. Read More Our Executives: 300+ Years of Operating Experience in Technology Businesses. Our executives have unparalleled operating experience in CEO, CTO, and other leadership roles – we leverage this experience on every single engagement. Read More Our Technology Panel: Generating real-time Insights from Day One. Our proprietary network of 1,000+ IT decision makers and industry executives within 40+ technology and software sectors enables us to rapidly obtain market perspectives and insights. Our panel grows with every engagement. Our Technology Panel: Generating real-time Insights from Day One. Our proprietary network of 1,000+ IT decision makers and industry executives within 40+ technology and software sectors enables us to rapidly obtain market perspectives and insights. Our panel grows with every engagement. Interested in joining our team?   View career opportunities © 2020 Palo Alto Strategy Group Sitemap Privacy Policy Terms of Use Contact Value Creation - Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Value Creation PASG offers the following custom services to support our clients: Our team has executive-level experience managing and growing software and tech-enabled services companies. We work hand-in-hand with our clients and their management teams to exceed growth and performance goals for portfolio companies. Value Creation PASG offers the following custom services to support our clients: Our team has executive-level experience managing and growing software and tech-enabled services companies. We work hand-in-hand with our clients and their management teams to exceed growth and performance goals for portfolio companies. Value Creation PASG offers the following custom services to support our clients: Our team has executive-level experience managing and growing software and tech-enabled services companies. We work hand-in-hand with our clients and their management teams to exceed growth and performance goals for portfolio companies. Value Creation PASG offers the following custom services to support our clients: Our team has executive-level experience managing and growing software and tech-enabled services companies. We work hand-in-hand with our clients and their management teams to exceed growth and performance goals for portfolio companies. M&A STRATEGY WHAT WE DO We evaluate potential M&A targets for your portfolio company, scoring them against pre-determined performance criteria and alignment with your portfolio company’s strategic direction, product portfolio and competitive positioning. WHAT WE DELIVER We deliver a prioritized list of transactable M&A targets that enable our client’s portfolio companies to accelerate growth and/or reach new customer segments. MARKET ENTRY STRATEGY WHAT WE DO After sizing, segmenting and forecasting a particular market, as well as customer and competitive dynamics, we evaluate potential entry strategies for our client’s portfolio companies, including M&A opportunities, strategic partnerships, and new product development. WHAT WE DELIVER Our deliverables contain detailed recommendations on how to enter adjacent markets, including a step-by-step execution plan. PRICING & GTM STRATEGY WHAT WE DO We examine competitive pricing practices, customer buying habits and sensitivity to price increases in order to identify actionable opportunities to optimize current pricing, sales and marketing strategies. WHAT WE DELIVER Our deliverables contain detailed recommendations on how to optimize the pricing, sales and/or marketing strategies, as well as a step-by-step execution plan. DIGITALIZATION STRATEGY WHAT WE DO We screen our clients’ portfolio companies for opportunities to leverage digital processes, including implementing hardware and software to increase automation, redesigning existing manual processes, and transforming human resources. WHAT WE DELIVER Our deliverables contain detailed recommendations on how to digitalize select aspects of a portfolio company’s operations, along with a detailed implementation plan and cost-benefit profile for each initiative. Discover our entire service offering. Return to Services Overview © 2020 Palo Alto Strategy Group Sitemap Privacy Policy Terms of Use Contact Exiting Investments - Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Exiting Investments Our expertise and experience with value creation allows us to identify remaining growth avenues for the next investor, in addition to highlighting the strengths of the core business. PASG works closely with investors, company management, and sell-side partners to ensure successful exits. We tease out valuable differentiators and key areas of defensibility of portfolio companies, as well as assess alignment with leading market trends impacting the space. Exiting Investments Our expertise and experience with value creation allows us to identify remaining growth avenues for the next investor, in addition to highlighting the strengths of the core business. PASG works closely with investors, company management, and sell-side partners to ensure successful exits. We tease out valuable differentiators and key areas of defensibility of portfolio companies, as well as assess alignment with leading market trends impacting the space. Exiting Investments Our expertise and experience with value creation allows us to identify remaining growth avenues for the next investor, in addition to highlighting the strengths of the core business. PASG works closely with investors, company management, and sell-side partners to ensure successful exits. We tease out valuable differentiators and key areas of defensibility of portfolio companies, as well as assess alignment with leading market trends impacting the space. Exiting Investments Our expertise and experience with value creation allows us to identify remaining growth avenues for the next investor, in addition to highlighting the strengths of the core business. PASG works closely with investors, company management, and sell-side partners to ensure successful exits. We tease out valuable differentiators and key areas of defensibility of portfolio companies, as well as assess alignment with leading market trends impacting the space. EXIT STRATEGY WHAT WE DO We evaluate different exit options against market and economic environments, consider potential buyers, the next wave of growth opportunities for the portfolio company, and constituents underlying a successful exit. WHAT WE DELIVER While our deliverables include a full summary of findings and implications for our client, we also help prepare sell-side documents for prospective buyers, including market, competitive, and financial analysis. 500-DAY PLAN WHAT WE DO We evaluate the positioning of our clients’ portfolio companies for a successful exit in order to provide a detailed roadmap of initiatives that optimize our clients’ upcoming exit. WHAT WE DELIVER We provide a prioritized list of initiatives with timelines and cost-benefit profiles. We also assist our clients’ operating teams and portfolio company management in the execution of recommended initiatives. VENDOR DUE DILIGENCE WHAT WE DO Similar to our commercial due diligence offering, we size, segment and forecast markets based on primary and secondary research. We also assess a portfolio company’s recent financial performance, and help craft a compelling story for the next investor, and assist in the preparation of sell-side documents. WHAT WE DELIVER Our deliverables contain a summary of commercial findings and implications for potential buyers, as well as key financial analyses to contextualize recent portfolio company performance against the current market environment. Discover our entire service offering. Return to Services Overview © 2020 Palo Alto Strategy Group Sitemap Privacy Policy Terms of Use Contact Careers - Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Career Opportunities Do you share our vision? Our people are the core asset to our mission of building the pre-eminent advisory firm to technology investors. We will work for you to ensure that you receive the custom support and tools you need to be a successful, energized, contributing member of our team. You will get immediate exposure to the most significant software and technology transactions in the world, and will play an integral role in analyzing diverse markets, evaluating industry leading organizations, and assessing multibillion-dollar investments. Do you share our vision? Our people are the core asset to our mission of building the pre-eminent advisory firm to technology investors. We will work for you to ensure that you receive the custom support and tools you need to be a successful, energized, contributing member of our team. You will get immediate exposure to the most significant software and technology transactions in the world, and will play an integral role in analyzing diverse markets, evaluating industry leading organizations, and assessing multibillion-dollar investments. Our Culture We encourage an open, honest culture with direct feedback, where the best ideas always win. We don’t just want the smartest consultants – we want people who are creative, confident, accountable, and most importantly, hustle to deliver actionable findings and recommendations to our clients. Our people take initiative and work diligently to achieve both personal success and success for the firm, and we aim to make the experience as enjoyable and satisfying as possible. Our Culture We encourage an open, honest culture with direct feedback, where the best ideas always win. We don’t just want the smartest consultants – we want people who are creative, confident, accountable, and most importantly, hustle to deliver actionable findings and recommendations to our clients. Our people take initiative and work diligently to achieve both personal success and success for the firm, and we aim to make the experience as enjoyable and satisfying as possible. Working at PASG “When I spoke with the team, I quickly realized it was the right place for me. The company operates inclusively and I get a sense of my potential in every conversation. My opinion is requested and respected. I contribute on every project in a variety of ways that were never afforded to me before. This is really satisfying.” – Consultant   “My growth potential feels unlimited. The pace is fast, my co-workers are smart and they share with me so I grow and learn with every project. And, sharing together in the financial rewards of PASG’s success really makes a difference to me.” – Consultant   Working at PASG “When I spoke with the team, I quickly realized it was the right place for me. The company operates inclusively and I get a sense of my potential in every conversation. My opinion is requested and respected. I contribute on every project in a variety of ways that were never afforded to me before. This is really satisfying.” – Consultant   “My growth potential feels unlimited. The pace is fast, my co-workers are smart and they share with me so I grow and learn with every project. And, sharing together in the financial rewards of PASG’s success really makes a difference to me.” – Consultant   We consider exceptional talent on a rolling basis. If you share our vision and want to join our team, please reach out to us at [email protected] © 2020 Palo Alto Strategy Group Sitemap Privacy Policy Terms of Use Contact Investment Strategy - Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Investment Strategy We constantly update our views on which markets are growing fastest and why, and which targets are well-positioned to outperform peers. PASG offers the following custom investment strategy-related services to support our clients. PASG has extensive experience researching and vetting technology and tech-enabled service sectors to help our clients formulate successful investment strategies. Investment Strategy We constantly update our views on which markets are growing fastest and why, and which targets are well-positioned to outperform peers. PASG offers the following custom investment strategy-related services to support our clients. PASG has extensive experience researching and vetting technology and tech-enabled service sectors to help our clients formulate successful investment strategies. Investment Strategy We constantly update our views on which markets are growing fastest and why, and which targets are well-positioned to outperform peers. PASG offers the following custom investment strategy-related services to support our clients. PASG has extensive experience researching and vetting technology and tech-enabled service sectors to help our clients formulate successful investment strategies. Investment Strategy We constantly update our views on which markets are growing fastest and why, and which targets are well-positioned to outperform peers. PASG offers the following custom investment strategy-related services to support our clients. PASG has extensive experience researching and vetting technology and tech-enabled service sectors to help our clients formulate successful investment strategies. INVESTMENT STRATEGY DESIGN WHAT WE DO Leveraging our clients’ investment history and core values as guiding principles, we research industry and technology trends, as well as market and competitive dynamics to find the right pockets of opportunities. WHAT WE DELIVER We identify specific technology and software sub-sectors that exhibit attractive investment characteristics to our clients (e.g., high levels of disruption, fast-growing or mature markets) along with an action plan on how to capitalize on these opportunities. SECTOR & TARGET SCREENING WHAT WE DO We analyze customer, channel, and competitive dynamics within a broad set of software and tech-enabled services segments, and evaluate and score investment targets using knowledge of our clients’ existing investments and strategic goals. WHAT WE DELIVER We condense our clients’ investment goals into a prioritized list of investible, near-term targets that compete within favorable market dynamics and align with key investment criteria. Discover our entire service offering. Return to Services Overview © 2020 Palo Alto Strategy Group Sitemap Privacy Policy Terms of Use Contact Terms of Use - Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Terms of Use Last updated: January 1, 2018 These Terms of Use apply to paloaltostrategy.com ( this “Website “), the corporate website owned and operated by Palo Alto Strategy Group, LLC (“PASG”). By using this Website, you are agreeing to these Terms of Use. If you do not agree to these Terms of Use, then you are not allowed to use this Website and should immediately terminate such usage. Use of Content; Restrictions; Privacy Statement Unless otherwise indicated in the relevant content, and on the condition that you comply with all of your obligations under these Terms of Use, you are authorized to view, copy, print, and distribute (but not modify) the content on this Website; provided that (i) such use is for informational, noncommercial purposes only, and (ii) any copy of the content that you make must include the copyright notice or other obvious attribution associated with the content. You are not authorized to copy or use any software, proprietary processes or methodologies, or technology embodied or described in this Website. You will comply with all applicable laws in accessing and using this Website. You acknowledge that we may use your personal information and data according to our Privacy Statement which is incorporated herein by this reference. You hereby agree to the terms of our Privacy Statement, including any obligations imposed on you therein. Intellectual Property Rights; No use of Palo Alto Strategy Group names or logos Unless otherwise indicated, the content on this Website is provided by us. This Website and its contents are protected by copyright, trademark, and other laws of the United States and/or foreign countries. We and our licensors reserve all rights not expressly granted in these Terms of Use. “Palo Alto Strategy Group”, “Palo Alto Strategy”, “PASG”, the Palo Alto Strategy Group logo, and any local language or geographic variants of the foregoing trademarks, and certain product names that appear on this Website (collectively, the “ PASG Marks ”), are trademarks or registered trademarks of PASG. Except as expressly provided in these Terms of Use or as expressly authorized in writing by us, you shall not use any PASG Marks either alone or in combination with other words or design elements, including, in any press release, advertisement, or other promotional or marketing material or media, whether in written, oral, electronic, visual or any other form. References to other parties trademarks on this Website are for identification purposes only and do not indicate that such parties have approved this Website or any of its contents. These Terms of Use do not grant you any right to use the trademarks of other parties. Disclaimers and Limitations of Liability THIS WEBSITE (INCLUDING WITHOUT LIMITATION ANY CONTENT OR OTHER PART THEREOF) CONTAINS GENERAL INFORMATION ONLY, AND WE ARE NOT, BY MEANS OF THIS WEBSITE, RENDERING PROFESSIONAL ADVICE OR SERVICES. BEFORE MAKING ANY DECISION OR TAKING ANY ACTION THAT MIGHT AFFECT YOUR FINANCES OR BUSINESS. THIS WEBSITE IS PROVIDED AS IS, AND WE MAKE NO EXPRESS OR IMPLIED REPRESENTATIONS OR WARRANTIES REGARDING IT. WITHOUT LIMITING THE FOREGOING, WE DO NOT WARRANT THAT THIS WEBSITE WILL BE SECURE, ERROR-FREE, FREE FROM VIRUSES OR MALICIOUS CODE, OR WILL MEET ANY PARTICULAR CRITERIA OF PERFORMANCE OR QUALITY. WE EXPRESSLY DISCLAIM ALL IMPLIED WARRANTIES, INCLUDING, WITHOUT LIMITATION, WARRANTIES OF MERCHANTABILITY, TITLE, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, COMPATIBILITY, SECURITY, AND ACCURACY. YOUR USE OF THIS WEBSITE IS AT YOUR OWN RISK AND YOU ASSUME FULL RESPONSIBILITY AND RISK OF LOSS RESULTING FROM YOUR USAGE, INCLUDING, WITHOUT LIMITATION, WITH RESPECT TO LOSS OF SERVICE OR DATA. WE WILL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES OR ANY OTHER DAMAGES WHATSOEVER, WHETHER IN AN ACTION OF CONTRACT, STATUTE, TORT (INCLUDING, WITHOUT LIMITATION, NEGLIGENCE), OR OTHERWISE, RELATING TO OR ARISING OUT OF THE USE OF THIS WEBSITE, EVEN IF WE KNEW, OR SHOULD HAVE KNOWN, OF THE POSSIBILITY OF SUCH DAMAGES. CERTAIN LINKS ON THIS WEBSITE MAY LEAD TO WEBSITES, RESOURCES OR TOOLS MAINTAINED BY THIRD PARTIES OVER WHOM WE HAVE NO CONTROL. WITHOUT LIMITING ANY OF THE FOREGOING, WE MAKE NO EXPRESS OR IMPLIED REPRESENTATIONS OR WARRANTIES WHATSOEVER REGARDING SUCH WEBSITES, RESOURCES AND TOOLS, AND LINKS TO ANY SUCH WEBSITES, RESOURCES AND TOOLS SHOULD NOT BE CONSTRUED AS AN ENDORSEMENT OF THEM OR THEIR CONTENT BY US. THE ABOVE DISCLAIMERS AND LIMITATIONS OF LIABILITY SHALL BE APPLICABLE NOT ONLY TO US BUT ALSO TO OUR PERSONNEL. THE ABOVE DISCLAIMERS AND LIMITATIONS OF LIABILITY ARE APPLICABLE TO THE FULLEST EXTENT PERMITTED BY LAW, WHETHER IN CONTRACT, STATUTE, TORT (INCLUDING, WITHOUT LIMITATION, NEGLIGENCE) OR OTHERWISE. Additional Terms If any portion of these Terms of Use is invalid or unenforceable in any jurisdiction, then (i) in that jurisdiction it shall be re-construed to the maximum effect permitted by law in order to effect its intent as nearly as possible, and the remainder of these Terms of Use shall remain in full force and effect, and (ii) in every other jurisdiction, all of these Terms of Use shall remain in full force and effect. We may revise these Terms of Use at any time in our sole discretion by posting such revised Terms of Use at the Terms of Use link (i.e., this webpage that you are currently viewing) or elsewhere in this Website. Such revisions shall be effective as to you upon posting, unless explicitly stated by us. It is your responsibility to be aware of any such revised Terms of Use by checking this webpage. Your continued use of this Website following changes to these Terms of Use constitutes your agreement to the revised Terms of Use. © 2020 Palo Alto Strategy Group Sitemap Privacy Policy Terms of Use Contact Executives - Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact PASG Executives A Wealth of Experience. Our executives possess 300+ years of operating experience at technology companies, strategizing, building and selling products, designing and delivering services, and scaling firms to successful exits. This invaluable experience helps our consulting team deliver more granular insights at a faster pace. A Wealth of Experience. Our executives possess 300+ years of operating experience at technology companies, strategizing, building and selling products, designing and delivering services, and scaling firms to successful exits. This invaluable experience helps our consulting team deliver more granular insights at a faster pace. MEET THE EXECUTIVES Remi Caron Ton Dobbe Frank Hilderts Geoff Obeney Hardy Myers Paul Niedermeyer Brett Shockley Dr. Javeed Siddiqui M.D., M.P.H. Madelein Smit Robert Tarr Troy Trenchard Todd Warren Steve Weinstein Gordon Young Our Team of PASG Executives is continually growing. PASG’s executive program selects highly experienced technologists and strategists to participate in PASG projects. The program enables executives to apply their skills and engage professionally with other talented individuals both at PASG and in industry. Members are invited to join based on past personal experience working with PASG staff or upon recommendation of another Executive with whom they have worked. Each Executive is: An experienced professional in select domains relevant to our clients’ investment interests An expert in one or more technology or operations practice areas Intellectually curious, has impressive executive presence in a crowded room and works hard Able to operate with confidentiality and with zero conflicts of interest when taking an assignment If you are interested in our executive program we invite you to connect with us via an existing relationship you have with current PASG staff since program participation requires a personal reference based on past work history. Return to Team © 2020 Palo Alto Strategy Group Sitemap Privacy Policy Terms of Use Contact Expect more BI buyouts in 2018 - Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Expect more BI buyouts in 2018 https://paloaltostrategy.com/wp-content/themes/osmosis/images/empty/thumbnail.jpg 150 150 Carlo Franke Carlo Franke https://paloaltostrategy.com/wp-content/uploads/2018/01/carlo-02-150x150.jpg January 5, 2018 January 23, 2018 January 5, 2018 Carlo Franke Business Intelligence and Analytics companies have recently been popular acquisition targets for principal and strategic investors alike. While TIBCO and Qlik partnered with Private Equity investors, Birst, BeyondCore, DataRPM, Platfora, and Prevero were acquired to strengthen platforms of larger software firms. Despite the abundance of acquisitions, we do not expect any slowdown in deal flow. In fact, we believe there are 4 distinct reasons why deal flow should pick up in 2018: Strong demand-side tailwinds. Businesses across industries and geographies focusing on leveraging the ever-increasing abundance of data to enable real-time, data-driven decision-making. This will drive growth from both new adopters, as well as seat count increases from current customers. Various sub-segments of BI and Analytics are believed to see CAGRs of 10% to 30% through 2021, which will surely attract investors. Smart Data Discovery, Prescriptive Analytics, Self-service Data Preparation, and Search-based Discovery companies are expected to see the highest growth rates. Rapid Evolution of BI and Analytics Capabilities. Long gone are the days of traditional BI platforms. Companies with visual data discovery products are experiencing pressure from competitors to evolve their products to smart data discovery, ideally complemented by natural language query, search-based data discovery, and automated analytics. These products are not only making BI and Analytics more accessible, agile, and embeddable, but can also provide greater depths of insights at a faster pace. While there is a significant installed base of traditional BI platforms, especially in the enterprise segment, new deals will be dominated by modern BI platforms, data science platforms and analytic applications. Given that the talent and skillset required to develop modern BI and Analytics products is incremental to those historically required (e.g., incremental skills in machine learning and artificial intelligence), leading BI and Analytics companies will be inclined to consider acquisitions of newer, innovative players. Attractive value creation levers. Given the favorable market environment and evolving BI and Analytics product capabilities, an attractive set of value creation levers is emerging. As enterprise customers continue to increase seat counts and as solutions become easier to implement, the land-and-expand sales strategy will become less effective. At the same time, set-up and execution of data discovery and analytic work flows are becoming simpler (thanks to interactive data discovery and automated analytics). Therefore, BI and Analytics companies will see a declining need for service personnel and shorter implementation timelines, which will translate into higher margins. As typical enterprise software sales models and leaner service organizations become more prevalent, investors will find opportunities to optimize go-to-market strategies with proven enterprise software playbooks. Abundance of Acquisition Targets. We encounter plenty of attractive acquisition targets across various segments of BI and Analytics. While modern BI platforms, data science platforms and CPM suites are most likely to attract investor interest, we continue to track hundreds of companies, both public and private, across all sub-segments of BI and Analytics. AUTHOR Carlo Franke Carlo is a Partner and Co-founder at Palo Alto Strategy Group. To learn more about him, click here. All stories by: Carlo Franke © 2020 Palo Alto Strategy Group Sitemap Privacy Policy Terms of Use Contact Privacy Policy - Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Privacy Policy Last revised: January 1, 2018 Introduction Palo Alto Strategy Group, LLC (“PASG”) (also referred to below as “we”, “us” and “our”) is a privacy conscious organization. This Privacy Statement explains how we protect your information gathered via the Web pages of the paloaltostrategy.com website (“Website”) or any other mode of interacting with you relating to PASG communications, such as online or offline newsletters and magazines, that reference this Privacy Statement (“Communication”). By using the Website, or continuing to receive Communications, you agree to the use of such information in accordance with this Privacy Statement. Information collection We may collect personal information when you interact with the Website, such as if you choose to contact us via an inquiry form or apply for an employment position, respond to a survey or request communications about specific areas of interest), or otherwise provide it to us. Depending on the specific Communication you are receiving, or the Web page of the Website you are using, such information may consist of your name, current job title, company address, email address, telephone number, correspondence with you, which newsletters you subscribe to, and other information you provide to us. The Website may also collect content that you provide, including postings on blogs, forums, wikis and other social media applications and services that we may provide. Log information, cookies and Web beacons The Website collects standard Internet log information including your IP address, browser type and language, access times and referring website addresses. To ensure that the Website and Communications are well managed and to facilitate improved navigation, we or our service provider(s) may also use cookies (small text files stored in a user’s browser) or Web beacons (electronic images that allow us to count users who have accessed particular content and to access certain cookies) to collect aggregate data. Privacy Shield Notice PASG and its affiliates adhere to the EU-U.S. and Swiss-U.S. Privacy Shield Frameworks as set forth by the U.S. Department of Commerce with respect to personally identifiable information that is transferred from the European Economic Area and Switzerland to the United States. Information use The personal information you submit to us may be used to manage our relationship with you, including any of your requests, or to customize or improve the Website and related services offered to you. We may also use your personal information for marketing purposes, or to send you promotional materials or communications regarding services provided by us that we feel may be of interest to you. We may also contact you to seek feedback on services provided by PASG. Your personal information may also be used to protect our rights or property and that of our users. You may at any time request that we discontinue sending you Communications, emails or other correspondence. Disclosure of information to third parties Personal information may be disclosed to law enforcement, regulatory or other government agencies, or to other third parties, in each case to comply with legal, regulatory, or national security obligations or requests. By providing information with respect to a Communication or through the Website, you are consenting to the disclosures described above. Blogs, forums, wikis and other social media The Website may host various blogs, forums, wikis and other social media applications or services that allow you to share content with other users (collectively Social Media Applications). Any personal information or other information that you contribute to any Social Media Application can be read, collected and used by other users of that Social Media Application over whom we have little or no control. Therefore, we are not responsible for any other user’s use, misuse or misappropriation of any personal information or other information that you contribute to any Social Media Application. Privacy Practices of Third Parties This Privacy Statement only addresses the use and disclosure of information collected by PASG through your interaction with the Website and through other interactions with PASG relating to a Communication. Other websites or mobile apps that may be accessible through links from the Communication or Website may have their own privacy statements and personal information collection, use and disclosure practices. We encourage you to familiarize yourself with the privacy statements provided by these other parties prior to providing them with information. Access to information If you choose to register for a Communication or with the Website you may unsubscribe at any time. Special notices to California residents In response to California law, if you are a California resident, you are entitled to request information concerning whether your personal information has been disclosed to nonaffiliated third parties for their direct marketing purposes. We do not share your personal information with nonaffiliated third parties for such purposes. Do Not Track Preference “Do Not Track” is a preference you can set in your Web browser to let the websites you visit know that you do not want them collecting information about you. The Website does not currently respond to a “Do Not Track” or similar signal. We do not engage in the collection of personal information about your online activities across third-party websites or online services and we do not allow third parties to collect such personal information when you use the Website. Changes to our Privacy Statement We may modify or amend this Privacy Statement from time to time at our discretion. When we make changes to this Privacy Statement, we will amend the revision date at the top of this page and such modified or amended Privacy Statement shall be effective as to you and your information as of that revision date. We encourage you to periodically review this Privacy Statement to view any updates. Questions If you have any questions or concerns regarding your privacy while using the Website, or upon receipt of a Communication, please contact us. © 2020 Palo Alto Strategy Group Sitemap Privacy Policy Terms of Use Contact Due Diligence - Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Due Diligence Our comprehensive diligence services include commercial diligence, software and services diligence, as well as hands-on product evaluations. PASG employs its expertise from 400+ software & technology diligence engagements, as well as extensive tech industry operating experience, to offer end-to-end diligence services to Private Equity firms, Hedge Funds, and other technology investors. Due Diligence Our comprehensive diligence services include commercial diligence, software and services diligence, as well as hands-on product evaluations. PASG employs its expertise from 400+ software & technology diligence engagements, as well as extensive tech industry operating experience, to offer end-to-end diligence services to Private Equity firms, Hedge Funds, and other technology investors. Due Diligence Our comprehensive diligence services include commercial diligence, software and services diligence, as well as hands-on product evaluations. PASG employs its expertise from 400+ software & technology diligence engagements, as well as extensive tech industry operating experience, to offer end-to-end diligence services to Private Equity firms, Hedge Funds, and other technology investors. Due Diligence Our comprehensive diligence services include commercial diligence, software and services diligence, as well as hands-on product evaluations. PASG employs its expertise from 400+ software & technology diligence engagements, as well as extensive tech industry operating experience, to offer end-to-end diligence services to Private Equity firms, Hedge Funds, and other technology investors. COMMERCIAL DUE DILIGENCE WHAT WE DO We size, segment and forecast markets based on primary and secondary research. We leverage in-depth phone interviews and high-volume web survey questionnaires to build proprietary views on key market trends, customer buying habits and competitive dynamics. WHAT WE DELIVER With our clients’ investment hypotheses in mind, our deliverables provide a view on the target’s product-market fit, its competitive positioning, and its outlook in the near- to mid-term future. TECHNOLOGY DUE DILIGENCE WHAT WE DO We examine the technology stack and architectures of the software products and the systems that automate service delivery, and evaluate the scalability, reliability, vulnerability and maintainability of these systems, among other key characteristics. WHAT WE DELIVER Based on a thorough understanding of the underlying talent and technology, our reports detail potential technology risks associated with the business and offer remediation strategies that can be executed post-close. PRODUCT EVALUATIONS WHAT WE DO Our team builds a product test playbook and tests features across key user personas and use cases to assess resiliency, overall product-market fit, and buyer experience. WHAT WE DELIVER We provide a comprehensive analysis of the product features, starting with the buyer experience (e.g., ease of purchasing, ease of installation) to the product’s resiliency on a variety of operating systems. We also identify feature and functionality gaps. 100-DAY PLAN WHAT WE DO We assess a new portfolio company’s positioning within its competitive set, focusing on its current product portfolio. We also evaluate resources, costs, and timelines associated with various roadmap initiatives and strategies designed to improve the portfolio company’s outlook. WHAT WE DELIVER We put together a prioritized set of initiatives that will put the new portfolio companies on the right path after our clients finalize their transactions. Discover our entire service offering. Return to Services Overview © 2020 Palo Alto Strategy Group Sitemap Privacy Policy Terms of Use Contact 2018 Will be an Active Year for Insurance Software Investors - Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact 2018 Will be an Active Year for Insurance Software Investors https://paloaltostrategy.com/wp-content/themes/osmosis/images/empty/thumbnail.jpg 150 150 Jamal Ahmed Jamal Ahmed https://paloaltostrategy.com/wp-content/uploads/2018/01/jamal-01-150x150.jpg January 10, 2018 January 18, 2018 January 10, 2018 Jamal Ahmed Insurance software companies have been popular targets for Private Equity and strategic investors alike over the last 5+ years. 2013–2014 was a period of high activity for PE investors, and though transaction volume has declined from that peak, many of the largest buyouts on record, like Vertafore and Solera, occurred in 2016. We expect Private Equity interest in insurance software assets to remain high in 2018 for a number of reasons. Insurance software represents attractive, high-return investment opportunities for PE. Compared to most verticals we are exposed to, the insurance industry is well behind the ‘technology curve’. Bountiful opportunities remain for innovative vendors to disrupt the market with capable, flexible SaaS offerings, and investors have taken notice – some have even formed strategic partnerships to benefit specifically from this digital evolution. Further, investors are encouraged by the strong track record of 3x–6x returns from previous transactions in the space. Insurance firms are clamoring for modern solutions to simplify business operations. The shift away from manual efforts and hackneyed processes to digital solutions to achieve business goals is underway. Insurers are looking to technology to reduce overhead, errors, and risk through the creation of strongly integrated processes and effective leveraging of automation. SaaS-delivered products helping to reduce administrative burdens through modern operations, improve data transfer and sharing across parties, automate and integrate claims processing, and enhance customer onboarding and retention will rule the year. The impact of Blockchain and AI will be felt, but not for some time. It’s difficult to start a technology discussion in financial services and other transaction-heavy markets without broaching the topic of blockchain. While blockchain has a place in the insurance software market – lowering overhead (increased automation), reducing error and fraud, improving customer experience (e.g., onboarding, contract management) – it is not as fully developed nor as close to realization as in other financial technology markets. Investors can invest in the space confidently without worrying about the short or medium-term impacts of blockchain. Similarly, AI has not been widely embedded in core technologies, though some customer-facing use cases have found success (e.g., chat robots). Private Equity’s insurance software cycle is almost complete. With investment cycles nearing their end, several insurance assets are expected to come to market in the next 6–12 months. Whether you’re interested in a company that serves the general insurance industry or serves specific insurer types, automates a manual intensive piece of the value chain, or simplifies operational overhead, there is an asset for you. AUTHOR Jamal Ahmed Jamal is a Principal and Co-founder at Palo Alto Strategy Group. To learn more about him, click here. All stories by: Jamal Ahmed © 2020 Palo Alto Strategy Group Sitemap Privacy Policy Terms of Use Contact Palo Alto Strategy Group - Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Empowering Technology Investors We provide specialized investment advice and due diligence services to investors in Software, Technology, and E-Commerce. Our service offering spans the entire investment cycle of technology investors. Investment Strategy — READ MORE Due Diligence — READ MORE Value Creation — READ MORE Exiting Investments — READ MORE Enterprise Software Conducting comprehensive, integrated commercial and technology due diligence of leading enterprise platforms Infrastructure Software Delivering market analyses, solution roadmap alignment and product testing of foundational enterprise software solutions Tech-enabled Services Defining growth segments and assessing the robustness and competitive differentiation of software powered business services Proven Expertise across Technology Sectors e-Commerce Vetting durability and scalability of B2B and B2C platforms to facilitate rapid expansion into select markets Consumer Software Identifying growth segments and competitive characteristics across a range of cloud-based consumer products Prosumer Software Verifying product-market fit and monetization strategies of prosumer-focused software products Proven Expertise across Technology Sectors Enterprise Apps Conducting comprehensive, integrated commercial and software products diligence of dominant enterprise solutions platforms Infrastructure Software Delivering market analyses, solution roadmap alignment and product testing of foundational enterprise software solutions Tech-enabled Services Defining growth segments and assessing the robustness and competitive differentiation of software powered business services e-Commerce Vetting durability and scalability of B2B and B2C platforms to facilitate rapid expansion into select markets Consumer Software Identifying growth segments and competitive characteristics across a range of cloud-based consumer products Prosumer Software Verifying product-market fit and monetization strategies of prosumer-focused software products 0 Due diligence & Strategy Engagements 0 Years combined Mgmt. Experience in Technology Companies 0 of the 20 Largest Private Equity Firms have worked with our Team 0 Due diligence & Strategy Engagements 0 Years combined Mgmt. Experience in Technology Companies 0 of the 20 Largest Private Equity Firms have worked with our Team Meet our team leads. Tech experts by trade, generalists at heart – our team blends strategy consulting with technology operating experience. Western US & APAC Malcolm Stewart Europe Carlo Franke Eastern US Jamal Ahmed From the Lab. Expect more BI buyouts in 2018 https://paloaltostrategy.com/wp-content/themes/osmosis/images/empty/thumbnail.jpg 150 150 Carlo Franke Carlo Franke https://paloaltostrategy.com/wp-content/uploads/2018/01/carlo-02-150x150.jpg January 5, 2018 January 23, 2018 January 5, 2018 Business Intelligence and Analytics companies have recently been popular acquisition targets for principal and strategic investors alike. While TIBCO and… read more 2018 Will be an Active Year for Insurance Software Investors https://paloaltostrategy.com/wp-content/themes/osmosis/images/empty/thumbnail.jpg 150 150 Jamal Ahmed Jamal Ahmed https://paloaltostrategy.com/wp-content/uploads/2018/01/jamal-01-150x150.jpg January 10, 2018 January 18, 2018 January 10, 2018 Insurance software companies have been popular targets for Private Equity and strategic investors alike over the last 5+ years. 2013–2014 was a period of high activity for… read more © 2020 Palo Alto Strategy Group Sitemap Privacy Policy Terms of Use Contact Consulting - Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Consulting Team Combining Commercial and Technological Expertise. Our team has supported over 400 diligence processes in technology and tech-enabled services for principal investors and strategic buyers. We also help numerous software companies with strategic initiatives, including go-to-market strategy, pricing optimization, and M&A strategy. Combining Commercial and Technological Expertise. Our team has supported over 400 diligence processes in technology and tech-enabled services for principal investors and strategic buyers. We also help numerous software companies with strategic initiatives, including go-to-market strategy, pricing optimization, and M&A strategy. MEET OUR TEAM LEADS Western US & APAC Malcolm Stewart Europe Carlo Franke Eastern US Jamal Ahmed Tech Experts by Trade, Generalists at Heart We pride ourselves on applying a commercial lens to everything we do for our clients. Though many of our clients’ questions are technical in nature, our answers always touch upon the bottom line implications of the technology at play. Tech Experts by Trade, Generalists at Heart We pride ourselves on applying a commercial lens to everything we do for our clients. Though many of our clients’ questions are technical in nature, our answers always touch upon the bottom line implications of the technology at play. Located in Major Innovation and Investment Hubs We are headquartered in Palo Alto, with teams on the East Coast and in Europe. This way, we’re not just close to where most technology and software innovation occurs, but also able to work in tandem with our clients’ local professionals. Located in Major Innovation and Investment Hubs We are headquartered in Palo Alto, with teams on the East Coast and in Europe. This way, we’re not just close to where most technology and software innovation occurs, but also able to work in tandem with our clients’ local professionals. Experienced Advisors to Private Equity Investors We have worked with the largest Private Equity companies in the world, some of the largest Hedge Funds, and many of the most sophisticated tech-focused growth equity investors. Our approach and frameworks are closely aligned with the particularities of technology investing. Experienced Advisors to Private Equity Investors We have worked with the largest Private Equity companies in the world, some of the largest Hedge Funds, and many of the most sophisticated tech-focused growth equity investors. Our approach and frameworks are closely aligned with the particularities of technology investing. Interested in joining our team?   View career opportunities © 2020 Palo Alto Strategy Group Sitemap Privacy Policy Terms of Use Contact Approach - Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Our Approach Singular focus. Palo Alto Strategy Group was founded with the sole intent of helping technology investors achieve superior performance. We leverage our extensive experience with technology and software companies, from both consulting and executive management perspectives, to help investors achieve superior performance. Our singular focus on software, tech-enabled services and E-Commerce gives us an advantage over generalist advisory firms, and our ability to consume tech-related findings through a commercial lens sets us apart from other technology-focused advisors. Singular focus. Palo Alto Strategy Group was founded with the sole intent of helping technology investors achieve superior performance. We leverage our extensive experience with technology and software companies, from both consulting and executive management perspectives, to help investors achieve superior performance. Our singular focus on software, tech-enabled services and E-Commerce gives us an advantage over generalist advisory firms, and our ability to consume tech-related findings through a commercial lens sets us apart from other technology-focused advisors. “Your reports are great. They demonstrate your unique expertise in software, yet they’re easy to comprehend by everyone on our investment committee.” We track Attractive Assets across Technology Markets. Our team monitors companies we have previously diligenced, and tracks companies that are either approaching sale or exhibit attractive investment qualities. We leverage our network to remain abreast of leading trends in software, uncover key disruptors, and gain a granular understanding of technology markets. We track Attractive Assets across Technology Markets. Our team monitors companies we have previously diligenced, and tracks companies that are either approaching sale or exhibit attractive investment qualities. We leverage our network to remain abreast of leading trends in software, uncover key disruptors, and gain a granular understanding of technology markets. We understand the Nuances of Technology-focused Diligence. We collaborate closely with our clients at the outset of each project to review their investment hypotheses and flesh out deal-specific dynamics. We understand the Nuances of Technology-focused Diligence. We collaborate closely with our clients at the outset of each project to review their investment hypotheses and flesh out deal-specific dynamics. We have first-hand Experience growing Technology and Software Companies. We understand the difficulties associated with implementing new strategies within portfolio companies, so we approach value creation pragmatically and in partnership with company leadership teams. We speak the same language as software development and IT teams, we know where to look to uncover growth opportunities, and we measure business model impacts. We have first-hand Experience growing Technology and Software Companies. We understand the difficulties associated with implementing new strategies within portfolio companies, so we approach value creation pragmatically and in partnership with company leadership teams. We speak the same language as software development and IT teams, we know where to look to uncover growth opportunities, and we measure business model impacts. We translate complex Tech Jargon into consumable Takeaways for your Investment Team. Our deliverables are rich in data and perspective, and enable our clients to make sound investment decisions. They are also devoid of techno-speak. We pride ourselves on delivering insights that relate to your investment strategy and can be digested and acted upon by your investment committee. We translate complex Tech Jargon into consumable Takeaways for your Investment Team. Our deliverables are rich in data and perspective, and enable our clients to make sound investment decisions. They are also devoid of techno-speak. We pride ourselves on delivering insights that relate to your investment strategy and can be digested and acted upon by your investment committee. Read about our services for more information on how we can assist you.   View our services © 2020 Palo Alto Strategy Group Sitemap Privacy Policy Terms of Use Contact Labs - Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Labs A Technical Due Diligence Need Not Feel Like a Medical Procedure https://paloaltostrategy.com/wp-content/themes/osmosis/images/empty/thumbnail.jpg 150 150 Stephen Hardisty Stephen Hardisty https://paloaltostrategy.com/wp-content/uploads/2024/01/stephenhardisty_pasg-150x150.jpg January 17, 2024 January 17, 2024 By: Stephen Hardisty January 17, 2024 After supporting upwards of 1000 buy-side and sell-side technical due diligence processes, our team at Palo Alto Strategy Group has seen what works and what doesn’t. If your technology company is considering an investment round, here’s our guide to ensure… read more Amazon Web Services Continues to Build Enterprise Applications – Will CRM be next? https://paloaltostrategy.com/wp-content/themes/osmosis/images/empty/thumbnail.jpg 150 150 Malcolm Stewart Malcolm Stewart https://paloaltostrategy.com/wp-content/uploads/2018/01/malcolm-01-150x150.jpg April 18, 2018 April 18, 2018 By: Malcolm Stewart April 18, 2018 In our work at PASG, we examine enterprise software market dynamics and the ability of companies to compete effectively given their solutions’ positioning, leadership and development teams, channel partners and other capabilities. We frequently encounter Amazon Web Services (AWS) –… read more 2018 Will be an Active Year for Insurance Software Investors https://paloaltostrategy.com/wp-content/themes/osmosis/images/empty/thumbnail.jpg 150 150 Jamal Ahmed Jamal Ahmed https://paloaltostrategy.com/wp-content/uploads/2018/01/jamal-01-150x150.jpg January 10, 2018 January 18, 2018 By: Jamal Ahmed January 10, 2018 Insurance software companies have been popular targets for Private Equity and strategic investors alike over the last 5+ years. 2013–2014 was a period of high activity for PE investors, and though transaction volume has declined from that peak, many of the largest buyouts on record, like Vertafore and… read more Expect more BI buyouts in 2018 https://paloaltostrategy.com/wp-content/themes/osmosis/images/empty/thumbnail.jpg 150 150 Carlo Franke Carlo Franke https://paloaltostrategy.com/wp-content/uploads/2018/01/carlo-02-150x150.jpg January 5, 2018 January 23, 2018 By: Carlo Franke January 5, 2018 Business Intelligence and Analytics companies have recently been popular acquisition targets for principal and strategic investors alike. While TIBCO and Qlik partnered with Private Equity investors, Birst, BeyondCore, DataRPM, Platfora, and Prevero were acquired to strengthen platforms of larger software… read more © 2020 Palo Alto Strategy Group Sitemap Privacy Policy Terms of Use Contact Contact - Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Contact Us 200 S. Virginia, 8th Floor Reno, NV 89501, USA +1 (415) 633-6630 [email protected] Western US & APAC Malcolm Stewart [email protected] Eastern US Jamal Ahmed [email protected] Europe Carlo Franke [email protected] Send us a message Please fill out the form below and we will get back in touch with you as soon as possible. Name Email Address Title Company Region Western US/APAC Eastern US Europe Please describe your inquiry © 2020 Palo Alto Strategy Group Sitemap Privacy Policy Terms of Use Contact Sitemap - Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Palo Alto Strategy Group Services Investment Strategy Due Diligence Value Creation Exiting Investments Team Consulting Team Executive Program Approach Labs Careers Contact Sitemap Pages Approach Careers Executive Program Member Coming Soon Contact Labs Palo Alto Strategy Group Privacy Policy Sample Page Services Due Diligence Exiting Investments Investment Strategy Value Creation Sitemap Team Brett Eddy Brett Shockley Carlo Franke Consulting Dr. Javeed Siddiqui M.D., M.P.H. Dr. John Kaufhold Executives Frank Hilderts Geoff Obeney Gordon Young Hardy Myers Jamal Ahmed Jørn Heigum Madelein Smit Malcolm Stewart Paul Niedermeyer Remi Caron Robert Tarr Steve Weinstein Todd Warren Ton Dobbe Troy Trenchard Terms of Use © 2020 Palo Alto Strategy Group Sitemap Privacy Policy Terms of Use Contact